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ALTUM WEALTH ADVISORS
BAY CLIADAKIS & ASSOCIATES, LLC
CRD 301214 · SEC 801-132234
1074 E. AVE. SUITE T1, CHICO, CA, 95926, United States
Phone
530-924-0110
Fax
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Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$135.0M
Discretionary AUM
$123.1M
Team
3 total employees; 2 advisory reps
Clients
1-10
Fees
Percentage of AUM; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-23
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Pension consulting
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 182 | $45.5M |
| High net worth individuals | 58 | $77.6M |
| Pension/profit sharing plans | 1 | $11.9M |
States served
CA, NV, TX
All web addresses on file
Official SEC filing: View on IAPD